Senior Health Insurance Sales Operations Analyst (Fintech)

TL;DR

Senior Health Insurance Sales Operations Analyst (Fintech): Building and optimizing sales insights and AI-powered solutions for a high-volume health insurance sales organization with an accent on data-driven strategies and process automation. Focus on developing forecasting models, improving rep productivity via AI, and scaling operational workflows.

Location: Hybrid (Scottsdale, AZ; Denver, CO; San Francisco, CA; New York, NY). Employees are expected to work from the office 2-3 days per week.

Salary: $104,490 – $155,000 per year

Company

hirify.global is a platform that handles payroll, health insurance, 401(k)s, and HR for more than 500,000 small businesses nationwide.

What you will do

• Build and automate reports and dashboards to track sales performance, funnel metrics, and pipeline health.
• Develop operational reporting and forecasting models for weekly forecasts and monthly/quarterly business reviews.
• Identify and prototype AI and automation tools, such as analytics copilots and call coaching, to remove friction from sales workflows.
• Analyze workflows to identify bottlenecks and implement process changes that improve conversion and rep experience.
• Manage account and territory administration, including lead-routing automation, quota planning, and coverage upkeep.
• Translate sales challenges into clear business requirements by partnering with RevOps, Finance, and Product teams.

Requirements

• 5+ years in Sales Ops, RevOps, or a similar analytical GTM role, ideally in fast-paced SaaS or fintech.
• Strong Salesforce proficiency for pipeline auditing, account routing, and dashboard creation.
• Analytical depth in SQL, Tableau or Looker, and Excel/Google Sheets.
• Hands-on experience with recurring forecasting, pipeline management, and territory/quota planning.
• Ability to evaluate AI tools and prototype simple workflows to improve productivity.
• Must be based in or able to work from the designated US office locations on a hybrid basis.

Nice to have

• Experience in payroll, HR tech, or SMB SaaS go-to-market motions.
• Experience supporting regulated sales segments such as health insurance or benefits.
• Track record of designing AI workflows or implementing automation tooling.
• Strong history of building cross-functional relationships across Sales, BizTech, and Analytics.

Culture & Benefits

• Competitive base pay, benefits, and equity (RSUs).
• Hybrid work environment with a focus on collaboration and efficiency.
• Culture of AI fluency where team members are encouraged to integrate AI tools into their roles.
• Mission-driven environment focused on growing the small business economy.